Go to URL: https://platform.pricefx.com/
If you are a Pricefx employee, click on Login with O365.
Verify Partition and SFTP Connections
We are going to use the IntegrationManager instance to load data into a specific partition. So, before we begin this process we need to verify our connection for this instance.
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For use of the integration templates, we will need a partition connection for partition access and an SFTP connection to pull data files from SFTP server. |
Access Integration Templates
Navigate to Marketplace and select Integration Templates
Select the Import CSV from FTP to Pricefx option:
Click on the Deploy button.
From the drop-down list select your IntegrationManager instance. Click on the Deploy button.
The import wizard will now begin:
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NOTE: When using Integration Templates option, it will display all IM connections that are of a specific type and that type is called “pricefx”. It will present these in a drop-down list and if it doesn’t exist then this step will fail. |
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8. Choose the SFTP Connection for the Customer URL path from the list:
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Click Next button.
9. The Integration Properties panel will appear:
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NOTE: The directory path for the CSV file will be appended to the path defined for our SFTP connection. Thus, here we add the products folder that we created. For the purposes of our tutorial, we don’t need to make any updates or changes to these properties and can accept the default settings. |
Update the directory path to point to our customers folder on the SFTP server:
10. Click Next button.
11. Next, the Data Upload and Mapping panel will appear. On this panel we need to drag and drop our CSV file for the upload:
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17. Next, we will assign the remaining CSV columns to attribute(s) column(s) in our Customer Master:
Customer Group to attribute1(“CustomerGroup”)
Customer Type to attribute2(“CustomerType”)
Product Category to attribute3(“ProductCategory”)
Customer Class to attribute3(“CustomerClass”)
Sub-Region to attribute12(“SubRegion”).
18. The next mapping is for Last Update, we don’t need this mapping so you can delete it using the trashcan icon for this mapping.
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